Brent Thoman discusses End of Year Tax planning options and Ideas
Brent Thoman, Brett Rice and Rob Yeend discuss End of Year Tax planning Ideas and options.
Charitable Giving with Brian Cohoon
Brian Cohoon joins us to talk about charitable giving strategies.
2020 Revisited
These are some of our favorite memories from 2020.
Where Are We Headed?
This is the final video in this series. It discusses what the future holds for coreVISION Financial Group.
Brett Rice joins the Team
This video discusses Brett's connection to coreVISION Financial Group and some of the things that he has helped us with since he joined the team.
Thoman Financial Advisors
We are so blessed to have Sandy Leffler on our team. Here is a video about her story.
